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MAMAAS

Maase Inc.

$MAAS·$6.9B·Software - Application·Technology
$16.38-2.7%YTD+211.7%1Y+393.5%
Price updated 7m ago·X counts updated 4d ago
MAMAAS
$MAASMaase Inc.
$16.38-2.67%74 posts0.6×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $MAAS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

74X posts · last 7 days
Aug 31Sep 13
Chatter Meter
0.6×
QuietNormal · 1×Loud

How loud $MAAS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's quieter than usual.

Neutral sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-31

Chatter is thin and mostly appears as grouped mentions rather than substantive company discussion. Frustration surfaces in one post lumping $MAAS with $WULF, $CIFR, $IREN and $NBIS: "Are these ever gonna have green day again? Sick and tired of any upside being walked down." A separate company press release announces Maase Inc. winning second prize at a Chinese national entrepreneurship competition; other cashtags are hopeful accumulation notes grouped with $ASTS, $AMD, $SMCI without deeper specifics.

Read what X is saying about $MAAS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MAAS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-09-17

The move is getting stronger, with heavier trading behind it.

Chinese insurance/wealth-plus-AI at 63% of 52w — RMB 76.8M AI computing deal Sep 15, cluster of AI contracts.

Maase is the Chinese insurance/wealth-plus-AI-services firm up 212% YTD and 394% over 12 months at 63% of 52w. Signed RMB 76.8M AI Computing Services agreement with Beijing VirtAI Sep 15, RMB 23.52M three-agreement bundle Sep 8, and RMB 14.76M Sep 1.

  • Business is early-scale: mcap $6.88B on 38% gross margin but -39% op margin — AI-services pivot is real revenue, profit curve still deep-negative.
  • Momentum is loud: 394% 12m return and multiple RMB contracts through Aug-Sep — Beijing VirtAI 450P-Class HPC deal Sep 15 is real institutional customer.
  • 13D/A filings by WJ Management and Golden Brighter Aug 14 (Amendment 4) captures ongoing sponsor engagement — CTO Form 3 Aug 11 formalizes governance.

Continued AI-computing contract wins keep momentum; a growth-decel or dilutive raise cools 63%-of-52w hard.

What to watch: Continued AI-computing contract wins and any Q3 print commentary. A growth-decel, dilutive raise, or major sponsor sale is what cools 63%-of-52w.

hot momentumchina ai servicessponsor activity

Read the AI verdict on $MAAS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Insurance and wealth management intermediary selling life and non-life policies with investment advisory services.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $MAAS.

Software - Application · Technology

Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating while pure-play SaaS without clear AI differentiation faces flat NDR and rate-compressed multiples. IGV -9.7% T12M reflects the laggard drag on the index.

What this means for $MAAS

Neutral — Maase is an insurance agency and wealth management intermediary; revenue from commissions and AUM fees, not software subscriptions or AI upsell.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-1.4%YTD
-6.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-26.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-12.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-38.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
37.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-38.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
39.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.63%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+65.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 183.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.055-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentAug 14SC 13D/A
AI summary

WJ Management Company Limited, a Hong Kong company wholly owned by Dejun Yu, filed Amendment 4 to its Schedule 13D on Maase Inc., disclosing sole beneficial ownership of 64,439,951 Class A ordinary shares — 14.57% of the 442,175,578 total shares outstanding as of August 5, 2026. Together with concurrent filer Golden Brighter Limited (Baron Ren, 14.89%), these two concentrated shareholders represent nearly 30% of Maase. Routine position update reflecting current ownership records; no activist intent is stated.

SC 13D/AActivist amendmentAug 14SC 13D/A
AI summary

Golden Brighter Limited, a Hong Kong entity controlled by Baron Ren, filed Amendment 4 to its Schedule 13D on Maase Inc., reporting sole beneficial ownership of 65,862,013 Class A ordinary shares — 14.89% of the 442,175,578 total shares outstanding as of August 5, 2026. Filed concurrently with WJ Management's (Dejun Yu, 14.57%) similar filing, the two filers together control roughly 29.5% of Maase. Routine position update; no stated activist intent.

3New insider — initial holdingsAug 113
AI summary

Maase Inc. (MAAS) filed a Form 3 disclosing that on August 4, 2026, the company granted Chief Technology Officer Zhifeng Li 12,500 Restricted Share Units convertible to Class A Ordinary Shares at $0 exercise price. These are direct-ownership RSUs representing initial equity compensation for the CTO.

SC 13D/AActivist amendmentJul 9SC 13D/A
AI summary

Golden Brighter Limited, a vehicle affiliated with Baron Ren, filed an amended Schedule 13D disclosing that it holds approximately 19.10% of the outstanding shares of Maase Inc. (MAAS). The amendment reflects updated ownership figures following recent share transactions or changes in share count. As a 19%+ holder, Golden Brighter is a significant controlling shareholder and its ongoing intentions regarding the stake are material to other investors. The filing did not disclose any new plans to pursue a change of control transaction.

SC 13D/AActivist amendmentApr 9SC 13D/A
+ 11 other (7 6-Ks · 2 13Gs · 1 EFFECT · 1 F-3) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Maase Subsidiary Lands RMB 76.8 Million Deal With Beijing VirtAIbenzinga.com·2d agoMaase Inc. Signs RMB 76.8 Million AI Computing Services Agreement to Provide 450P-Class High-Performance Computing Infrastructureglobenewswire.com·2d agoMaase Inc. Signs Three AI Token-Based Services Agreements with an Aggregate Contract Value of RMB 23.52 Million, Further Expanding Commercial Applications of Enterprise AI Servicesglobenewswire.com·9d agoMaase Inc. Signs RMB14.76 Million AI Computing Services Contract, Further Expanding Enterprise AI Infrastructure Servicesglobenewswire.com·16d agoMaase Inc Wins Second Prize at the “Chuangying Weilai” 2026 National Entrepreneurship Competitionglobenewswire.com·23d ago

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Voices on X · last 7 days

No standout posts about $MAAS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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